Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2025)

About Hummer Financial Advisory Services Inc

Investment Activity

Hummer Financial Advisory Services Inc has $133.13 million in total holdings as of June 30, 2025.
Hummer Financial Advisory Services Inc owns shares of 114 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 3.20% of the portfolio was purchased this quarter.
About 0.66% of the portfolio was sold this quarter.
This quarter, Hummer Financial Advisory Services Inc has purchased 107 new stocks and bought additional shares in 16 stocks.
Hummer Financial Advisory Services Inc sold shares of 11 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $20,825,130
Accenture: $15,213,501
SPDR S&P MidCap 400 ETF Trust: $9,790,384
Amazon.com: $7,498,750
W.W. Grainger: $3,501,448

Largest New Holdings this Quarter

09290C756 - BLACKROCK ETF TRUST: $1,105,335 Holding
09290C749 - BLACKROCK ETF TRUST: $401,857 Holding
18915M107 - Cloudflare: $323,120 Holding
81762P102 - ServiceNow: $262,160 Holding
594972408 - MicroStrategy: $242,538 Holding

Largest Purchases this Quarter

BLACKROCK ETF TRUST: 11,000 shares (about $1.11M)
BLACKROCK ETF TRUST: 4,000 shares (about $401.86K)
iShares Core S&P 500 ETF: 585 shares (about $363.23K)
Cloudflare: 1,650 shares (about $323.12K)
ServiceNow: 255 shares (about $262.16K)

Largest Sales this Quarter

SCHWAB STRATEGIC TR: 2,400 shares (about $60.46K)
Apple: 234 shares (about $48.01K)
McDonald's: 80 shares (about $23.37K)
Vanguard S&P 500 ETF: 25 shares (about $14.24K)
RTX: 50 shares (about $7.30K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$20,825,130		0.0%	33,610	15.6%	Finance
ACN Accenture	$15,213,501		0.0%	50,900	11.4%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$9,790,384		0.0%	17,228	7.4%	ETF
AMZN Amazon.com	$7,498,750		0.0%	34,180	5.6%	Retail/Wholesale
GWW W.W. Grainger	$3,501,448	$16,644 ▲	0.5%	3,366	2.6%	Industrials
MSFT Microsoft	$3,098,367	$4,974 ▲	0.2%	6,229	2.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$2,790,681	$118,884 ▲	4.4%	11,737	2.1%	ETF
JPM JPMorgan Chase & Co.	$2,548,309		0.0%	8,790	1.9%	Finance
QQQ Invesco QQQ	$2,411,041		0.0%	4,366	1.8%	Finance
PG Procter & Gamble	$1,926,338		0.0%	12,091	1.4%	Consumer Staples
ADSK Autodesk	$1,903,856	$15,479 ▲	0.8%	6,150	1.4%	Computer and Technology
XOM Exxon Mobil	$1,816,430	$108 ▼	0.0%	16,850	1.4%	Energy
SNA Snap-On	$1,742,608		0.0%	5,600	1.3%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$1,678,914	$363,227 ▲	27.6%	2,704	1.3%	ETF
JNJ Johnson & Johnson	$1,617,928		0.0%	10,592	1.2%	Medical
RPM RPM International	$1,608,717		0.0%	14,646	1.2%	Basic Materials
ADP Automatic Data Processing	$1,534,203		0.0%	4,950	1.2%	Computer and Technology
ABBV AbbVie	$1,525,796	$3,712 ▲	0.2%	8,220	1.1%	Medical
GOOG Alphabet	$1,518,458	$7,096 ▼	-0.5%	8,560	1.1%	Computer and Technology
CTAS Cintas	$1,248,072		0.0%	5,600	0.9%	Business Services
WEC WEC Energy Group	$1,211,012		0.0%	11,622	0.9%	Utilities
HD Home Depot	$1,191,580		0.0%	3,250	0.9%	Retail/Wholesale
VGSH Vanguard Short-Term Treasury ETF	$1,175,600		0.0%	20,000	0.9%	ETF
BLACKROCK ETF TRUST	$1,105,335	$1,105,335 ▲	New Holding	11,000	0.8%	ISHARES PRIME MO
ABT Abbott Laboratories	$1,079,919		0.0%	7,940	0.8%	Medical
AAPL Apple	$1,067,500	$48,010 ▼	-4.3%	5,203	0.8%	Computer and Technology
QCOM QUALCOMM	$1,014,486		0.0%	6,370	0.8%	Computer and Technology
RTX RTX	$978,042	$7,301 ▼	-0.7%	6,698	0.7%	Aerospace
SCHWAB STRATEGIC TR	$952,182	$60,456 ▼	-6.0%	37,800	0.7%	ULTRA SHORT INCM
PSA Public Storage	$951,854		0.0%	3,244	0.7%	Finance
CPT Camden Property Trust	$937,104		0.0%	8,239	0.7%	Finance
LLY Eli Lilly and Company	$935,436	$3,118 ▲	0.3%	1,200	0.7%	Medical
MMM 3M	$880,861		0.0%	5,786	0.7%	Multi-Sector Conglomerates
EXR Extra Space Storage	$872,845		0.0%	5,920	0.7%	Finance
PH Parker-Hannifin	$852,133		0.0%	1,220	0.6%	Industrials
BLACKROCK INC	$823,661	$36,724 ▲	4.7%	785	0.6%	COM
MCD McDonald's	$803,468	$23,374 ▼	-2.8%	2,750	0.6%	Retail/Wholesale
MPC Marathon Petroleum	$786,033		0.0%	4,732	0.6%	Energy
AVAV AeroVironment	$769,365		0.0%	2,700	0.6%	Aerospace
NVDA NVIDIA	$716,530	$3,160 ▲	0.4%	4,535	0.5%	Computer and Technology
CSCO Cisco Systems	$683,740	$6,938 ▼	-1.0%	9,855	0.5%	Computer and Technology
EMR Emerson Electric	$659,984	$6,667 ▲	1.0%	4,950	0.5%	Industrials
VO Vanguard Mid-Cap ETF	$645,792	$140,451 ▲	27.8%	2,299	0.5%	ETF
GOOGL Alphabet	$642,358		0.0%	3,645	0.5%	Computer and Technology
CVX Chevron	$641,921		0.0%	4,483	0.5%	Energy
ITW Illinois Tool Works	$631,825	$59,700 ▲	10.4%	2,540	0.5%	Industrials
NFLX Netflix	$611,982	$5,357 ▲	0.9%	457	0.5%	Consumer Discretionary
AON AON	$607,562		0.0%	1,703	0.5%	Finance
IBM International Business Machines	$604,889		0.0%	2,052	0.5%	Computer and Technology
WMT Walmart	$593,036		0.0%	6,065	0.4%	Retail/Wholesale
DTE DTE Energy	$589,356		0.0%	4,413	0.4%	Utilities
HON Honeywell International	$528,638		0.0%	2,270	0.4%	Multi-Sector Conglomerates
DUK Duke Energy	$527,931		0.0%	4,474	0.4%	Utilities
IJH iShares Core S&P Mid-Cap ETF	$524,689		0.0%	8,460	0.4%	ETF
MUB iShares National Muni Bond ETF	$522,400		0.0%	5,000	0.4%	ETF
TSLA Tesla	$514,609	$6,353 ▲	1.3%	1,620	0.4%	Auto/Tires/Trucks
AVY Avery Dennison	$510,618		0.0%	2,910	0.4%	Industrials
INTU Intuit	$504,083		0.0%	640	0.4%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$486,169	$9,173 ▲	1.9%	5,300	0.4%	ETF
ALL Allstate	$482,712		0.0%	2,386	0.4%	Finance
UDR United Dominion Realty Trust	$478,609		0.0%	11,722	0.4%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$470,688		0.0%	9,600	0.4%	ETF
SYK Stryker	$455,941		0.0%	1,150	0.3%	Medical
VRT Vertiv	$449,435		0.0%	3,500	0.3%	Computer and Technology
MCK McKesson	$440,094		0.0%	600	0.3%	Medical
IWM iShares Russell 2000 ETF	$426,185		0.0%	1,975	0.3%	Finance
GE GE Aerospace	$421,421	$3,093 ▼	-0.7%	1,635	0.3%	Aerospace
SO Southern	$417,827		0.0%	4,550	0.3%	Utilities
MRK Merck & Co., Inc.	$409,127		0.0%	5,116	0.3%	Medical
BLACKROCK ETF TRUST	$401,857	$401,857 ▲	New Holding	4,000	0.3%	ISHARES GOVT MON
ITM VanEck Intermediate Muni ETF	$397,863		0.0%	8,750	0.3%	ETF
USB U.S. Bancorp	$375,699		0.0%	8,212	0.3%	Finance
NEE NextEra Energy	$374,868		0.0%	5,400	0.3%	Utilities
KR Kroger	$369,123		0.0%	5,146	0.3%	Retail/Wholesale
MKC McCormick & Company, Incorporated	$363,936		0.0%	4,800	0.3%	Consumer Staples
STE STERIS	$360,330		0.0%	1,500	0.3%	Medical
BAC Bank of America	$347,660	$3,549 ▼	-1.0%	7,347	0.3%	Finance
KMB Kimberly-Clark	$346,930		0.0%	2,665	0.3%	Consumer Staples
ORI Old Republic International	$342,577		0.0%	8,912	0.3%	Finance
D Dominion Energy	$339,177		0.0%	6,001	0.3%	Utilities
AMD Advanced Micro Devices	$333,465		0.0%	2,350	0.3%	Computer and Technology
DHR Danaher	$323,501		0.0%	1,635	0.2%	Medical
NET Cloudflare	$323,120	$323,120 ▲	New Holding	1,650	0.2%	Computer and Technology
CAH Cardinal Health	$321,384		0.0%	1,913	0.2%	Medical
SHOP Shopify	$299,333	$10,958 ▲	3.8%	2,595	0.2%	Computer and Technology
UL Unilever	$297,286		0.0%	4,860	0.2%	Consumer Staples
VOO Vanguard S&P 500 ETF	$292,294	$14,244 ▼	-4.6%	513	0.2%	ETF
LNT Alliant Energy	$284,209		0.0%	4,700	0.2%	Utilities
DLR Digital Realty Trust	$278,928		0.0%	1,600	0.2%	Finance
CI Cigna Group	$278,018		0.0%	841	0.2%	Medical
LHX L3Harris Technologies	$275,924		0.0%	1,100	0.2%	Aerospace
KLAC KLA	$268,722		0.0%	300	0.2%	Computer and Technology
COP ConocoPhillips	$264,912		0.0%	2,952	0.2%	Energy
NOW ServiceNow	$262,160	$262,160 ▲	New Holding	255	0.2%	Computer and Technology
STT State Street	$255,216		0.0%	2,400	0.2%	Finance
WFC Wells Fargo & Company	$250,455		0.0%	3,126	0.2%	Finance
CLX Clorox	$249,025		0.0%	2,074	0.2%	Consumer Staples
BOXX Alpha Architect 1-3 Month Box ETF	$247,896		0.0%	2,200	0.2%	ETF
TMO Thermo Fisher Scientific	$246,375		0.0%	607	0.2%	Medical
GPC Genuine Parts	$244,680		0.0%	2,000	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2025)

About Hummer Financial Advisory Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Hummer Financial Advisory Services Inc Top Holdings and 13F Report (2025)

About Hummer Financial Advisory Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHummer Financial Advisory Services Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools